401(k) · DOL Form 5500 · 2022

Smith Douglas Holdings LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
311
Participants Below avg headcount
73rd
Percentile by assets National rank
$49,231
Avg per participant Low balance/head
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Official DOL plan name: Smith Douglas Homes 401(k) Plan · Sponsored by Smith Douglas Holdings LLC · Georgia · Construction

$15M in assets, 311 participants

Smith Douglas Holdings LLC's Smith Douglas Homes 401(k) Plan reported $15M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,217 in Construction (9,927 peers)

Coverage in Georgia

Smith Douglas Homes 401(k) Plan covers 311 participants in Georgia, about 28% of the average Georgia filer (state average ~1,096 per filing). Assets: $15M.

#7,217
in Construction (9,927 peers)
-2.9%
assets change YoY

The plan reported a net loss of $465K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smith Douglas Homes 401(k) Plan's outsized position by total assets

Smith Douglas Homes 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,310,849 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Smith Douglas Homes 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith Douglas Homes 401(k) Plan sits mid-pack in the medium band (311 participants).

Published 5500 schedule card

Filing strip 810981602 · Smith Douglas Holdings LLC PY 2022 · 401(k)

Smith Douglas Homes 401(k) Plan · $15M · 311 · 73rd

  • BOOK $15M
  • BOOK 311
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Jasper Wyman & Son Profit Sharing and Savings Plan
  • BOOK ind #7217

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Georgia →

Smith Douglas Homes 401(k) Plan in the asset neighbourhood

Smith Douglas Homes 401(k) PlanSmith Douglas Homes 401(k) P…$15MJasper Wyman & Son Profit Sharing and Savings PlanJasper Wyman & Son Profit Sh…$15MYale Appliance 401(k) Profit Sharing Plan and TrustYale Appliance 401(k) Profit…$15MPaytronix Systems, Inc. 401(k) Profit Sharing PlanPaytronix Systems, Inc. 401(…$15MHeadway Workforce Solutions, Inc. Salary Savings PlanHeadway Workforce Solutions,…$15M
End-of-year total assets ($M) among Smith Douglas Homes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$465K
Employer EIN810981602
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith Douglas Holdings LLC)

Sponsor-wide plan assets over time

All Smith Douglas Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 54.89728231269213% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $23.7M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 311 $15M
2023 1 332 $19M
2024 1 382 $24M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Smith Douglas Homes 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Smith Douglas Homes 401(k) Plan, Total assets ($B): 0.015310849 · Participants: 311Smith Douglas Homes 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Smith Douglas Homes 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Smith Douglas Homes 401(k) Plan side-by-side with 3 peers →

Smith Douglas Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Jasper Wyman & Son Profit Sharing and Savings Plan in ME ($15M); by covered participants it is Brightwheel 401(k) Plan in CA (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smith Douglas Homes 401(k) Plan assets move in 2022? ▼
Smith Douglas Homes 401(k) Plan edged down modestly - down 2.9% during 2022, from $16M to $15M. Reported net income was -$465K.
How have Smith Douglas Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Douglas Holdings LLC's sponsor-wide assets grew 54.9%, from $15M to $24M.
Which 401(k) plans are similar in size to Smith Douglas Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jasper Wyman & Son Profit Sharing and Savings Plan in ME ($15M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Smith Douglas Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightwheel 401(k) Plan in CA (311 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810981602.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.